How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Understanding the value of a home warranty.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Tax preparation may be the perfect time to give the household budget a check-up.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Making the most of surprises is a great reason to work with us.
What if instead of buying that home, you invested that money?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”